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Combined, Stargate sites will soon total more than 5 GW of capacity, supporting over 2 million chips to meet growing AI ...
We came across a bullish thesis on CoreWeave, Inc. on Stock Analysis Compilation’s Substack. In this article, we will ...
Its cloud infrastructure is also optimized for NVIDIA’s GB200 NVL72 rack-scale systems. For 2025, CoreWeave has guided revenues to be in the range of $4.9-$5.1 billion, fueled by surging ...
CRWV's Q1 revenues surge 420% on AI demand, but rising debt and heavy capex raise questions about sustainability.
Applied Digital’s top compeititors include Equinix and Digital Reality, and both are international leaders in data center ...
Google’s and Meta Platforms’ unconventional multibillion-dollar deals to obtain artificial intelligence talent have dominated ...
Alright, I think I like CoreWeave and I like Michael Intrator, but I would say the stock is $60 billion, and it’s going to ...
On Tuesday, OpenAI announced a partnership with Oracle to develop 4.5 gigawatts of additional data center capacity for its ...
CoreWeave secures a $25.9 billion revenue backlog, including OpenAI's $11.9 billion deal. Click here to read why I rate CRWV ...
CoreWeave relies on expensive 9% debt to buy rapidly depreciating GPUs, risking shareholder dilution. Read why CRWV stock is ...
Nvidia reached a record high recently, and its market value soared to $4 trillion. Nvidia (NASDAQ: NVDA) has achieved many ...
SoftBank and OpenAI’s partnership on a $500 billion project to build AI data centers stalls six months after launch.
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